What steps do I need to take to enable barcode inventory tracking in ServiceTitan and is it included in my current package?

Overview

You can enable and use barcode inventory tracking in ServiceTitan, enhancing your inventory management capabilities without any additional cost to your current package.

Problem

Users may not see the option to add barcodes in the pricebook for inventory tracking. This feature, known as serialized inventory, is essential for scanning barcodes to enter inventory but might not be visible or accessible initially.

Solution

Barcode tracking setup and implementation

1. Verify data change permission:

   1. Before enabling barcode tracking, ensure you have the Allow data change requests to support permission enabled in your employee profile. This permission is crucial for making changes to your settings.

2. Contact support for activation:

   1. Since the barcode tracking feature is included in your package but not automatically activated, you need to contact ServiceTitan support. They will enable the feature for you.

3. Access Serialized Inventory Setting:

   1. Once the feature is enabled, go to the inventory settings in ServiceTitan.

   2. Look for the option labeled Serialized Inventory. This is where you can start tracking items using barcodes.

4. Understand Serialized Inventory:

   1. Make sure this is the right choice for your business before proceeding. Remember, once you turn on serialized inventory, you cannot turn it off.

5. Learn to use the feature:

   1. After activation, familiarize yourself with how to scan and track inventory using barcodes. For more, see Itemized barcode scanning in the inventory mobile app.

6. Plan your implementation:

   1. If you're new to using barcode inventory tracking, consider implementing it gradually. This allows you to adjust to the new system without overwhelming your team.